Account Executive

Job Description

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KEY RESPONSIBILITIES

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Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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• Manage accounts through the full lifecycle, including submission, quoting, binding, and ongoing servicing
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• Coordinate internal resources and stakeholders to ensure timely and effective placement and execution
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• Support production goals by promoting new and renewal business and identifying opportunities for growth and expanded coverage
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• Negotiate coverage terms with underwriters, including pricing, deductibles, enhancements, and exclusions
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• Prepare coverage recommendations and solutions for agents based on risk analysis and market conditions
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• Execute post-bind servicing activities, including documentation processing, policy validation, and management of renewals, cancellations, and endorsements
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EDUCATION AND EXPERIENCE

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The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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• Bachelor’s degree or equivalent experience preferred
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• Experience within wholesale insurance, including account handling and marketing responsibilities
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• Experience expectations increase across the career path, with greater accountability for account ownership and complexity
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CERTIFICATIONS, LICENSES, REGISTRATIONS

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• Current state-specific insurance license required. Additional professional designations may be preferred based on role scope and experience.
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FUNCTIONAL SKILLS

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• Strong knowledge of insurance products, processes, and market dynamics
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• Ability to evaluate information, make decisions, and manage multiple priorities independently
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• Negotiation and relationship management skills with underwriters and agents
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• Strong written and verbal communication and presentation skills
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• Attention to detail and accuracy in documentation and policy execution
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• Proficiency in business systems and Microsoft Office tools
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General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

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CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

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